STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK iOS

© 2022 MyIntelliSource, Inc. All Rights Reserved
STEPS TO GETTING UP AND RUNNING
QUICKLY WITH MYINTELLICLOCK iOS

Section 1: 3
2
Section 2: 8
Section 3: 13
Section 4: 20
Section 5: 25
Section 6 29
Inviting And Adding Users
MyIntelliSource, Inc. Contact Info
Setting Up Billing
Setting Up Services/Availability
Setting Up The Application
Registering With MyIntelliSource

REGISTERING WITH
MYINTELLISOURCE

After installing MyIntelliTrack iOS to
your device, the very first thing you
should do is to find the application and
launch it.
Next, click the “For Businesses” button
which will trigger the logon screen.

Next, click the “Register” button which
will load the MyIntelliSource
registration homepage on our server
cloud.
On MyIntelliSource’s registration
homepage on our server cloud, fill in
the form. Fields in red are required;
fields in blue are optional.

When you are done completing the
required fields, the “Submit” button will
become enabled. Press the “Submit”
button to register with MyIntelliSource.
If successful, you will receive the
following screen. Before you may login
to MyIntelliClock, you must go to your
email inbox and click the link
embedded in an email immediately sent
by our server cloud to verify you
actually created the account. Please
check your junk mail folder if you do
not see the email in your inbox.

This is an example of what the email
may look like. Click the embedded link
to verify you actually created the
account.
If you receive this screen, then you were
successful in verifying your account.
You may log into MyIntelliClock now.
In the next section, we will cover setting
up the application.

SETTING UP THE APPLICATION

After clicking the “For Businesses”
button on the client home screen, enter
your security credentials and click the
“Login” button.
You are forwarded to the business
home screen. On the lower tab bar,
click the “More” option to display the
rest of the options for MyIntelliClock.

Click the “Account” more home screen
menu option to open up the
MyIntelliSource server cloud
homepage.
Enter you security credentials and the
security code listed and click the
“Login” button.

Click on the MyIntelliClock icon to load
the MyIntelliClock web application
homepage.
Click the select menu drop down below
the navigation bar to expose the
application menu.

Select “Settings” from the select menu
drop down control.
For the Application Settings, set the
global starting appointment availability
time range, the global ending
appointment availability time range,
and select your time zone. Then click
the “Submit” button to save the settings
to the MyIntelliClock server cloud that
will be applied to any instance of
MyIntelliClock being run for yourself or
users you invite. In the next section, we
will set up services and appointment
availability.

SETTING UP SERVICES
AND AVAILABILITY

To begin setting up services to oﬀer to
your clients, click the “Services” option
in the lower tab bar of the application.
Click “New” in the upper right
navigation bar to enter a new service to
oﬀer to your clients

To enter a new service to offer to clients,
you are required to enter the
“Summary” and select one or more
users under “Users” who can offer the
service. The other fields are optional.
They may or may not display; it
depends of the device the data is being
displayed on.
Upon entering the required fields and
any optional fields for the new service
you are offering to your clients, click the
“Save New Service” to save it to
MyIntelliClock.

Now that we have a service entered,
click the “More” tab bar option to
display MyIntelliClock’s other available
options and click “Availability”.
To enter a new day of weekly
availability, click the “New” button in
the upper right navigation bar.

Select the day you want to create an
appointment availability schedule that
will be consistent from week to week
until you change it.
To enter an appointment availability
time to add to your selected day, click
the “Add” button in the segmented
control in the upper right navigation
bar.

Select the appointment availability
start time, the end time, and the service
to be oﬀered. If multiple services are to
be oﬀered, select “Any Active Service”
for the “Service”field. When you are
done, click the “Save” button.
After you are completed with entering
appointment availability time slots to
your selected day, click the “Save”
button in the segmented control in the
upper right navigation bar.

Now that you have scheduled and saved
a day’s availability appointments, to
enter another day, repeat the steps. In
the next section we will cover entering a
billing subscription so your clients can
make appointments via the html button
code we provide you to put on your web
site or through the company directory
in the MyIntelliClock mobile
applications.

SETTING UP BILLING

In the “More” tab menu bar option,
select “Account” once, again to begin
setting up a billing subscription.
Enter your security credentials and the
security code listed and log into the
MyIntelliSource server cloud.

Click the select drop down menu bar
from the top of the application
container.
Select “Billing” from the select drop
down bar menu.

As you can see, we have no
subscriptions in place. To create a new
subscription for MyIntelliClock, click
the “Create New Subscription” button.
To create a subscription, select
MyIntelliClock in the “Subscribe To”
field and enter your credit/debit card
information in the “Credit Card” field
(your payment information is
encrypted for your protection). Then
click the “Submit” button to proceed
and enter a billing transaction.

If you receive this screen, then your
subscription transaction was successful
and your clients can use MyIntelliClock
to self-book appointments with you via
the html button code you place on your
web site that we provide or through the
company directory located within the
MyIntelliClock mobile applications. In
addition, you may now add users. If we
go back a screen, you will see your
subscription in place.
This is an example of your subscription
displayed after you have completed a
successful billing transaction. You may
change payment information if you
need to at any time. In addition, you
may cancel your subscription. In the
next section, we will cover inviting and
adding users to your account.

INVITING AND ADDING USERS

To begin inviting and adding users to
your account, go to the “More” tab bar
option and select “Users” from the list
of options.
Click the “Admin” button in the upper
right navigation bar to begin
administering user accounts.

If you receive this message upon
clicking the “Admin” button, it means
you do not have an active billing
subscription in place. Click “Login” and
go back to the section labelled “Setting
Up Billing” in this document.
As it stands, we currently have no active
user accounts associated with our
account. To invite a user to use your
account, click “Invite” in the upper right
navigation bar.

To invite a user to use your account,
enter his/her email address in the
“Email” field. Then click the “Invite
New User” button. MyIntelliSource’s
server cloud will send an invitation
email to the person with a link
embedded in it for he/she to click.
Once he/she clicks the link and either
logs in or registers, your billing
subscription will be updated to reflect
the new user.
That concludes our demonstration
document of how to get up and running
quickly with MyIntelliClock iOS. Thank
you for the opportunity to serve you.

CONTACT INFORMATION
MyIntelliSource, Inc.
Knoxville, Tennessee 37912
https://www.myintellisource.com
cs@myintellisource.com
PO BOX 12023

STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK iOS

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